Kestra Advisory Services’s Invesco Zacks Mid-Cap ETF CZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $418K | Sell |
3,920
-273
| -7% | -$29.1K | ﹤0.01% | 2088 |
|
|
2025
Q1 | $436K | Sell |
4,193
-50
| -1% | -$5.19K | ﹤0.01% | 1905 |
|
|
2024
Q4 | $441K | Buy |
4,243
+23
| +0.5% | +$2.39K | ﹤0.01% | 1949 |
|
|
2024
Q3 | $457K | Hold |
4,220
| – | – | ﹤0.01% | 1813 |
|
|
2024
Q2 | $412K | Buy |
4,220
+83
| +2% | +$8.1K | ﹤0.01% | 1900 |
|
|
2024
Q1 | $421K | Sell |
4,137
-596
| -13% | -$60.6K | ﹤0.01% | 1774 |
|
|
2023
Q4 | $444K | Buy |
4,733
+21
| +0.4% | +$1.97K | ﹤0.01% | 1598 |
|
|
2023
Q3 | $401K | Buy |
4,712
+652
| +16% | +$55.5K | ﹤0.01% | 1487 |
|
|
2023
Q2 | $362K | Sell |
4,060
-684
| -14% | -$61K | ﹤0.01% | 1488 |
|
|
2023
Q1 | $414K | Sell |
4,744
-43
| -0.9% | -$3.75K | ﹤0.01% | 1378 |
|
|
2022
Q4 | $426K | Sell |
4,787
-272
| -5% | -$24.2K | ﹤0.01% | 1507 |
|
|
2022
Q3 | $404K | Sell |
5,059
-369
| -7% | -$29.5K | ﹤0.01% | 1433 |
|
|
2022
Q2 | $455K | Buy |
5,428
+51
| +0.9% | +$4.28K | ﹤0.01% | 1383 |
|
|
2022
Q1 | $511K | Hold |
5,377
| – | – | 0.01% | 1285 |
|
|
2021
Q4 | $517K | Sell |
5,377
-142
| -3% | -$13.7K | 0.01% | 1303 |
|
|
2021
Q3 | $496K | Sell |
5,519
-846
| -13% | -$76K | 0.01% | 1389 |
|
|
2021
Q2 | $572K | Sell |
6,365
-275
| -4% | -$24.7K | 0.01% | 1219 |
|
|
2021
Q1 | $559K | Sell |
6,640
-1,654
| -20% | -$139K | 0.01% | 1136 |
|
|
2020
Q4 | $628K | Buy |
8,294
+8,158
| +5,999% | +$618K | 0.01% | 1084 |
|
|
2020
Q3 | $575K | Buy |
+136
| New | +$575K | 0.01% | 827 |
|